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2024年2月29日 星期四

評論:蘋果公司的 APPLE CAR 在BUSINESSS DEFINITION和 PRODUCT/SERVICE DEFINION 兩最重要領域都無法取得"共識";完全以SOFTWARE 驅動無人駕駛而不"犯法",困難重重.....。"蘋果造車夢碎,耗費巨資終悟底特律當年警告 WSJ 摘要" 。紐約時報兩篇Apple Kills Its Electric Car Project.Behind Apple’s Doomed Car Project: False Starts and Wrong Turns

 其實,市占率很重要的利潤因素,譬如說過去20~30年的 Toyota 公司和 VW公司,賺錢不少。

過去美國有幾本書介紹某車種的成功地開發過程,如FORD 的。

The Ford Taurus is an automobile that was manufactured by the Ford Motor Company in the United States from the 1986 to 2019 model years.


蘋果公司的 APPLE CAR  在BUSINESSS DEFINITION和 PRODUCT/SERVICE DEFINION 兩最重要領域都無法取得"共識"。

 developing the software and algorithms for a car with autonomous driving features proved too difficult.

Tim Cook, Apple’s chief executive, approved the project in part to prevent an exodus of engineers to Tesla.


*****
  1. Feb. 28

    TECHNOLOGY

    Behind Apple’s Doomed Car Project: False Starts and Wrong Turns

    Internal disagreements over the direction of the Apple car led the effort to sputter for years before it was canceled this week.

    By Brian X. Chen and Tripp Mickle

    PRINT EDITIONWrong Turns Doom Efforts On Apple Car|March 1, 2024, Page B1Throughout its existence, the car effort was scrapped and 
    rebooted several times, shedding hundreds of workers along the way. As a result of dueling views among leaders about what an Apple car should be, it began as an electric vehicle that would compete against Tesla and morphed into a self-driving car to rival Google’s Waymo.

    By the time of its death — Tuesday, when executives announced internally that the project was being killed and that many members of the team were being reassigned to work on artificial intelligence — Apple had burned more than $10 billion on the project and the car had reverted to its beginnings as an electric vehicle with driving-assistance features rivaling Tesla’s, according to a half dozen people who worked on the project over the past decade.

The effort had four different leaders and conducted multiple rounds of layoffs. But it festered and ultimately fizzled in large part because developing the software and algorithms for a car with autonomous driving features proved too difficult.


蘋果造車夢碎,耗費巨資終悟底特律當年警告

汽車業人士曾提醒蘋果公司造車業務可能是一場利潤率很低的艱難遊戲。但沒人想聽一群底特律老古板的話。蘋果公司加入了這條喧囂的賽道,十年後黯然退場。

2024年2月20日 星期二

大型零售商的賺錢術和“手法”

 Costco is the world’s third-biggest retailer, behind Walmart and Amazon. Though its sales are less than half of Walmart’s, its return on capital, at nearly 20%, is more than twice as high. What is the retail firm’s secret? https://econ.st/42Mpi9P


Photo: Getty Images

2024年2月11日 星期日

Super Micro Computer, Inc. dba Supermicro, 超微電腦


【AI公司】超微電腦股價大漲700% 讓輝達黯然失色
超微電腦今年股價上漲了一倍多,輕鬆超越了輝達、超威半導體(Advanced Micro Devices)和微軟(Microsoft)等其他人工智能相關股票的回報率。超微電腦是人工智能服務器製造商,其液體冷卻系統是運行人工智能應用程序的芯片的「必備產品」,令市場對該公司服務器的需求強勁,股價漲幅跑贏同行。


 From Wikipedia, the free encyclopedia

Super Micro Computer, Inc.
Supermicro
Company typePublic
IndustryInformation technology
Founded1993; 31 years ago
Founders
Headquarters
United States
Number of locations
11
Key people
  • Charles Liang (Chairman, President and CEO)
  • David Weigand (CFO)
  • Don Clegg (SVP of Worldwide Sales)
  • George Kao (SVP of Operations)
Products
  • BigTwin
  • Ultra
  • SuperBlade
  • Rack servers
  • GPU servers
  • 5G/Telco
RevenueIncrease US$7.12 billion (2023)
Increase US$761 million (2023)
Increase US$640 million (2023)
Total assetsIncrease US$3.67 billion (2023)
Total equityIncrease US$1.97 billion (2023)
Number of employees
5,126 (2023)
Websitesupermicro.com
Footnotes / references
Financials as of June 30, 2023.[1]

Super Micro Computer, Inc.dba Supermicro, is an information technology company based in San Jose, California. It has manufacturing operations in the Silicon Valley, the Netherlands and at its Science and Technology Park in Taiwan. Founded on November 1, 1993, Supermicro is one of the largest producers of high-performance and high-efficiency servers.[2] It also provides server management softwares, and storage systems for various markets, including enterprise data centerscloud computingartificial intelligence5G and edge computing.[3][4][5][6][7][8]

Supermicro's stock trades under the ticker symbol SMCI[9] on the Nasdaq exchange. Its fiscal year 2023 revenues were $7.1 billion and employs over 5,000 globally.[1]

History[edit]

In 1993, Supermicro began as a 5 person operation run by Charles Liang alongside his wife and company treasurer, Chiu-Chu Liu, known as Sara.[10] Prior to founding Supermicro, Liang earned a B.S. in Electrical Engineering from the National Taiwan University of Science and Technology and a M.S. in Electrical Engineering from the University of Texas at Arlington. Liang holds several patents for server technology and was previously the president and chief design engineer of Micro Center Computer, a motherboard design and manufacturing company, from July 1991 to August 1993.[11]

International expansion, initial public offering[edit]

In 1996, the company opened a manufacturing subsidiary, Ablecom, in Taiwan, which is run by Charles's brother, Steve Liang and Bill Liang. Charles Liang and his wife own close to 31 percent of Ablecom, while Steve Liang and other members of the family own close to 50 percent.[3] In 1998, Supermicro opened a subsidiary in the Netherlands.[10]

In 2006, Supermicro pleaded guilty to a felony charge and paid a $150,000 fine due to a violation of a United States embargo against the sale of computer systems to Iran.[12] In a plea agreement, it was acknowledged that Supermicro became aware of the investigation in February 2004 and set up an export-control program that same year.[12]

On March 8, 2007, Supermicro raised $64 million in an initial public offering, selling 8 million shares at $8 a share.[13]

In 2009, Supermicro sold about $720 million worth of computer servers and related products and employed almost 1,100 people.[14]

In May 2010, Supermicro further expanded into Europe with the opening of its system integration logistics center in the Netherlands.[15]

In January 2012, Supermicro opened its Taiwan Science and Technology Park, totaling $99 million in construction costs.[16]

Server tampering allegation[edit]

On October 4, 2018, Bloomberg Businessweek published a report, citing unnamed corporate and governmental sources, which claimed that the Chinese People's Liberation Army had forced Supermicro's Chinese sub-contractors to add microchips with hardware backdoors to its servers. The report claimed that the compromised servers had been sold to U.S. government divisions (including the CIA and Department of Defense) and contractors and at least 30 commercial clients.[17][18][19] Supermicro denied the report, stating that they had not been contacted by government agencies and were unaware of any investigation.[20][21][22][23] The report was also disputed by sources and companies who were named therein.[22][21] On October 9, 2018, Bloomberg issued a second report, alleging that Supermicro-manufactured datacenter servers of an unnamed U.S. telecom firm had been compromised by a hardware implant on an Ethernet connector.[24][25][26]

On October 22, 2018, Supermicro announced that "despite the lack of any proof that a malicious hardware chip exists" it was reviewing its motherboards for potential spy chips in response to the article.[27] Supermicro filed a letter with the Securities and Exchange Commission stating that it was "confident" that "no malicious hardware chip had been implanted" during the manufacture of its motherboards.[28]

In February 2021, Bloomberg Business reported that despite Supermicro having been compromised since 2011, U.S. intelligence kept it a secret to gather intelligence about China and warned only a small number of potential targets.[29]

Recent developments[edit]

In November 2021, the joint venture of Super Micro Computer and Fiberhome Telecommunication Technologies won a contract for supplying servers to Xinjiang Bingtuan for 'public safety purposes', which is associated with the suppression of Uyghurs ethnic group and construction of a surveillance system in the province of Xinjiang.[30][31][32][33]

On December 21, 2021, the Washington Post, together with Russian dissident authors Andrei Soldatov and Irina Borogan, accused the company of supplying 30 servers to the Moscow control center for Internet censorship in Russia. Supermicro responded with: “Supermicro complies with applicable laws and regulations, and our policies are consistent with international principles of human rights. We act appropriately to ensure this is the case.”[34]

2024年2月7日 星期三

中國間諜?一隻鴿子被印度「監禁」八個月 來自台灣的賽鴿。India releases suspected Chinese spy pigeon. An innocent bird? Hardly

 中國間諜?一隻鴿子被印度「監禁」八個月

一隻鴿子被發現在一個印度港口徘徊,翅膀上有中文、身上有晶片、腳上有腳環,因此被懷疑有間諜嫌疑,被關在一家獸醫院長達八個月。警方最後認為,它是來自台灣的賽鴿。


3 days ago — pigeon suspected of spying for China and held for eight months was released by Indian officials this week after intervention from animal ...
5 days ago — After eight months, the bird was finally set free this week, its innocence of spying for China long confirmed through crack detective work, but ...

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